There are several user roles within the Exchange. This article explains in detail about what each role can and can't do.
IN THIS ARTICLE
Exchange user roles: Exchange Access
Key:
| View and Edit | View Only | No Access |
| Exchange Account Owner | Company Admin | Company User |
| Trustd Profile | Trustd Profile | Trustd Profile |
| Bank Account Details | Bank Account Details | Bank Account Details |
| Company Profile | Company Profile | Company Profile |
| Business Docs | Business Docs | Business Docs |
| User/Drivers | User/Drivers | User/Drivers |
| Mobile Accounts | Mobile Accounts | Mobile Accounts |
| Drivers and Vehicles | Drivers and Vehicles | Drivers and Vehicles |
| Vehicle List | Vehicle List | Vehicle List |
Exchange Account Owner
The Exchange Account Owner is the Director (or named Sole Trader) who is responsible for the administration of their Ltd Company or business's Trustd and Exchange Accounts. The Exchange Account Owner is the only role that can edit key account information, including bank details. This information is managed through Trustd. To learn more about this role, please click here.
Company Admin
A Company Admin is the next level down from the Exchange Account Owner. They are able to view the Company Profile section and associated Business Docs, but they cannot edit any of these sections.
Company Admins also have the authority to manage more of the day-to-day elements, such as managing Users & Drivers (add/edit/delete), Company Vehicles and Mobile Accounts.
Company User
A Company User has the lowest level of user permissions within the platform. They are unable to view or edit Company details. They can, however, access features such as searching for loads or posting loads.
SmartPay roles: SmartPay Access
There are two levels of user permissions for SmartPay. The main difference between them is the ability to manage settings and integrations.
Key:
| View and Edit | No Access |
| Finance Director | Finance Bookkeeper |
| Access SmartPay | Access SmartPay |
| Approve Invoices | Approve Invoices |
| Setup Payments | Setup Payments |
| Manage Integrations | Manage Integrations |
| Manage SmartPay Settings | Manage SmartPay Settings |
| Access Wallet | Access Wallet |
Finance Director
The Finance Director has the highest level of access. In addition to the Finance Bookkeeper permissions, they also have the authority to manage SmartPay settings, integrations and access the Wallet. To learn more about this role, please click here.
Finance Bookkeeper
The Finance Bookkeeper can only access SmartPay, approve invoices and schedule payments. To learn more about this role, please click here.